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Portfolio (Quarterly) Guide ↗

High Note Wealth, LLC

· CIK 0001807283
13F Portfolio $586M AUM 960 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 959 New
Page 15 of 48  ·  959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ADBE ADOBE INC COM Technology 109.0 $22K 0.00% NEW $205.02 +35.1%
282 KMI KINDER MORGAN INC DEL COM Energy 699.0 $22K 0.00% NEW $31.97 -4.1%
283 EFX EQUIFAX INC COM Industrials 137.0 $22K 0.00% NEW $158.72 +22.2%
284 APH AMPHENOL CORP CL A Technology 123.0 $22K 0.00% NEW $176.32 -13.1%
285 TFC TRUIST FINL CORP COM Financial Services 435.0 $22K 0.00% NEW $49.82 +2.1%
286 NXPI NXP SEMICONDUCTORS N V COM Technology 76.0 $21K 0.00% NEW $281.03 -21.7%
287 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 22.0 $21K 0.00% NEW $965.00 -17.1%
288 FDX FEDEX CORP COM Industrials 67.0 $21K 0.00% NEW $313.13 +5.0%
289 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 71.0 $21K 0.00% NEW $293.18 +3.4%
290 SNPS SYNOPSYS INC COM Technology 46.0 $21K 0.00% NEW $446.07 -12.4%
291 ARCC ARES CAPITAL CORP COM Financial Services 1,106.0 $20K 0.00% NEW $18.53 +7.9%
292 ROST ROSS STORES INC COM Consumer Cyclical 95.0 $20K 0.00% NEW $212.85 +11.1%
293 AJG GALLAGHER ARTHUR J & CO COM Financial Services 88.0 $20K 0.00% NEW $229.57 +17.3%
294 MRSH MARSH & MCLENNAN COS INC COM Financial Services 121.0 $20K 0.00% NEW $166.67 +16.6%
295 ASML ASML HLDG NV N Y REGISTRY SHS Technology 10.0 $20K 0.00% NEW $1989.40 -12.3%
296 COP CONOCOPHILLIPS COM Energy 191.0 $20K 0.00% NEW $103.96 +28.6%
297 APTIV PLC COM SHS 320.0 $20K 0.00% NEW $61.38
298 PWR QUANTA SVCS INC COM Industrials 27.0 $19K 0.00% NEW $720.04 -15.0%
299 BKR BAKER HUGHES COMPANY CL A Energy 347.0 $19K 0.00% NEW $55.50 +10.5%
300 CME CME GROUP INC COM Financial Services 87.0 $19K 0.00% NEW $220.83 +26.2%
Page 15 of 48  ·  959 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Financial Services 17.2%
Communication Services 12.9%
Consumer Cyclical 11.3%
Industrials 7.8%
Healthcare 6.9%
Consumer Defensive 4.9%
Basic Materials 0.6%
Energy 0.6%
Utilities 0.4%